Financial Advisor

Job Details

Job Location

Springfield National Branch - Springfield, MO

Secondary Job Location(s)

Arnold Branch - Arnold, MO; Cape William Street Branch - Cape Girardeau, MO; Jonesboro SW Branch - Jonesboro, AR; Lees Summit Branch - Lees Summit, MO; St Joseph Frederick Branch - St Joseph, MO

Position Type

Full Time

Description

PRIMARY PURPOSE OF JOB

The Financial Advisor combines interpersonal skills with all the resources Southern Bank and Ameriprise to help community clients realize their financial goals. Financial Advisors are provided training to help them build their business, including attracting and servicing relationships with their clients and prospects. Financial Advisors are responsible for assessing a client's circumstances and objectives and based on that needs assessment, providing individualized, highly strategic investment consulting. Financial Advisors have access to a full range of wealth building, managing and preserving services through the Broker / Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance and estate planning.

EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS

• Southern Bank team members exhibit Southern Bank's values, which can be remembered with the acronym FIRSTS . We teach our team members about our "values in action," which give further examples of how we can live out Southern Bank's values.

We act as a F AMILY - We know we're not a related family, but we really care about people, both personally and professionally. We like knowing that our skills, our time, and our efforts contribute to the overall success of those we spend time with every day.

ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS

Qualifications

KNOWLEDGE, SKILLS AND ABILITIES

The following specifications are general guidelines based on the minimum education and experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and / or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS

CORE COMPENTENCIES

Exhibits Southern Bank's values, as further described through our values in action.

Self-Motivated : Demonstrating a willingness to commit to one's work and to invest one's time, talent, and best efforts in accomplishing organizational goals.

Building Customer Loyalty : Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty.

Sales Ability / Persuasiveness : Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients